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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,397 | $138,076+69.8% | $123,553+89.7% | $135,380+73.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.74% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $8,121 | $5,152+57.6% | $4,628+75.5% | $4,779+69.9% |
| Participant deferral / active EE | $7,135 | $6,800+4.9% | $6,426+11.0% | $5,609+27.2% |
| Admin fee / account holder | $23,309 | $10,917+113.5% | $9,284+151.1% | $10,828+115.3% |